to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
and maintain data pipelines and automation tools, assist with database management, and monitor performance